Full time

Investment Strategist

Posted by BMO • June 05, 2026

📍 Toronto, Ontario, Canada

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Description

Application Deadline:
04/30/2026Address:
100 King Street WestJob Family Group:
Wealth Sales & ServiceProvides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of investment management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate.
Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.
Enhances presence in the marketplace by collaborating with other experts to create integrated business development strategies.
Develops investment proposals and participates in meetings with prospects/clients.
Provides investment management, fiduciary expertise and strategic leadership for business, products, and poli...
            

Job Details

Location Toronto, Ontario
Job Type Full time
Category Financial Specialists
Posted June 05, 2026
Deadline July 15, 2026

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